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State Street SPDR Portfolio High Yield Bond ETF

527 hedge funds and large institutions have $6.53B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 267 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 145

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $6.82B → $6.53B (-$290M)

1% less funds holding

Funds holding: 535527 (-8)

2.41% less ownership

Funds ownership: 65.62%63.21% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
527
Holders Change
-8
Holders Change %
-1.5%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
267
Reduced
145
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
476
Fourth Dimension Wealth
Ohio
$31.3K
UFAC
477
Urban Financial Advisory Corp
Illinois
$31.3K -$7.46K -316 -19%
NFSG
478
Newbridge Financial Services Group
Florida
$30.7K +$118 +5 +0.4%
JHCP
479
Jackson Hole Capital Partners
Oklahoma
$28.3K
PWPS
480
Pinnacle Wealth Planning Services
Ohio
$27.1K
CWM
481
Cranbrook Wealth Management
Michigan
$25.4K
DFC
482
DB Fitzpatrick & Co
Idaho
$23.4K
SPF
483
South Plains Financial
Texas
$23.2K -$136K -5,771 -85%
M
484
MOTCO
Texas
$21.8K +$21K +892 +2,074%
PIS
485
POM Investment Strategies
North Carolina
$21.7K +$22K +931 New
BWL
486
Bogart Wealth LLC
Virginia
$21.4K -$32.1K -1,362 -60%
EWA
487
EverSource Wealth Advisors
Alabama
$20.4K -$86K -3,646 -81%
SWA
488
SOA Wealth Advisors
New York
$17.9K
LFG
489
Larson Financial Group
Missouri
$14K
VWM
490
Vermillion Wealth Management
Minnesota
$13.3K -$425 -18 -3%
GFA
491
Godfrey Financial Associates
New York
$11.3K
BWM
492
Bernard Wealth Management
Michigan
$11.2K +$968 +41 +9%
AIC
493
Archer Investment Corporation
Indiana
$11.1K
WCAMG
494
Woodard & Company Asset Management Group
North Carolina
$10.8K
PA
495
Parallel Advisors
California
$10.2K -$52K -2,202 -83%
GK
496
Graney & King
New York
$10K -$2.45K -104 -20%
S
497
SignatureFD
Georgia
$10K +$7.76K +329 +329%
RL
498
Rogco LP
Oklahoma
$9.98K
LWMI
499
Legacy Wealth Management (Idaho)
Idaho
$9.7K +$9.82K +416 New
GSEP
500
Golden State Equity Partners
California
$9.33K +$9.44K +400 New

SPHY Hedge Fund Activity: Q1 2026 in Review

527 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2026, worth a combined $6.53B — down 4.3% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPHY positions and 61 closed out — a net gain of 5 holders — while 267 added to existing stakes and 145 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $435M.

  • 527 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2026, down from 535 in Q4 2025.
  • Funds reported $6.53B of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2026 and 61 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2026 was Elo Mutual Pension Insurance, an estimated $116M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2026 was Bank of America, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2026.